What is Poppi?
Poppi is a soda brand that Rohan Oza repositioned from a prebiotic soda to “Modern Soda for tomorrow’s generation,” a framing that resonated with Walmart and drove rapid growth. Oza claims the brand scaled from a couple of million to over half a billion in four years, and that it sold for half of what Vitamin Water did while growing faster and reaching a larger scale.
- May 2026 - Rohan Oza said Poppi went from a couple of million to over half a billion in the next four years.
- May 2026 - Rohan Oza said Poppi’s valuation was “North of two, buddy.”
- May 2026 - Rohan Oza said he reframed Poppi as “Modern Soda for tomorrow’s generation,” which led to a breakthrough with Walmart.
- May 2026 - Rohan Oza said Poppi sold for half of what Vitamin Water did, but grew faster and is a bigger scale brand than Vitamin Water ever was.
In the evidence
Every line below is attributed to a named speaker.
Poppi revenue grew from a few million dollars to over half a billion dollars in four years (2021 to 2025).
“We went from like a couple of million to over half a billion in the next 4 years.”Rohan Oza · 5 May 2026
Poppi sold for over $2 billion, making it one of the largest beverage brand exits in recent memory.
“North of two, buddy.”Rohan Oza · 5 May 2026
Rohan Oza on repositioning Poppi at Walmart, the framing shift that preceded the brand's breakout growth.
“I said, 'Guys, this is not prebiotic soda. This is Modern Soda for tomorrow's generation.' And I made a full story. And the light bulb went off at Walmart's head.”Rohan Oza · 5 May 2026
Rohan Oza explains how reframing Poppi from 'prebiotic soda' to 'Modern Soda for tomorrow's generation' in a Walmart pitch was the narrative pivot that unlocked retail adoption and explosive growth.
“I said, 'Guys, this is not prebiotic soda. This is Modern Soda for tomorrow's generation.' And I made a full story. And the light bulb went off at Walmart's head.”Rohan Oza · 5 May 2026
Poppi sold for roughly half of what Vitaminwater did, yet grew faster and reached a larger scale, suggesting exit value does not always track brand momentum.
“Pop Bee sold for half of what Vitamin Water did, except Vitamin Pop Bee grew faster than Vitamin Water. It's a bigger scale brand than Vitamin Water ever was.”Rohan Oza · 5 May 2026